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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,500 | $88,186+55.9% | $165,071-16.7% | $74,459+84.7% |
| Participation rate | 97.7% | 73.1%+24.6pp | 78.6%+19.1pp | 67.2%+30.5pp |
| Annual return | 16.65% | 17.13%-0.5pp | 70.17%-53.5pp | 1369.70%-1353.1pp |
| Employer contribution / active EE | $19,216 | $2,600+639.0% | $4,347+342.0% | $2,626+631.8% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,695-100.0% | $1,945-100.0% |